Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,017 | $176,786-84.7% | $146,643-81.6% | $167,536-83.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.24% | 24.04%-8.8pp | 22.75%-7.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $4,971 | $5,161-3.7% | $4,137+20.2% | $4,839+2.7% |
| Participant deferral / active EE | $8,134 | $6,440+26.3% | $5,506+47.7% | $6,342+28.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |